Copy Invest | Sonar Terminal

Bill Nygren - Oakmark Funds

1755 trades · 1600 closed · 155 open · Win rate: 47.6% · Avg return: +32.7% · Median return: 0%

⚠ 47 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
BR - Broadridge Financial Solutions, Inc.	Q3 2009	$20.10	Q4 2010	$21.93	+9.10%	Closed	History

LUV - Southwest Airlines Co.	Q3 2017	$55.97	Q1 2021	$61.02	+9.02%	Closed	History

SW - Smurfit Westrock Plc	Q3 2024	$49.42	Q4 2024	$53.86	+8.98%	Closed	History

1556464D - 902250 33500 Wesco Finl Corp	Q1 1999	$338.11	Q4 2010	$368.40	+8.96%	Closed	History

DTEGY - Deutsche Telekom Ag Sponsored	Q3 2001	$15.51	Q4 2001	$16.90	+8.96%	Closed	History

FLS - Flowserve Corp.	Q3 2010	$36.47	Q4 2010	$39.74	+8.96%	Closed	History

CSX - CSX Corp.	Q1 1999	$2.16	Q3 1999	$2.35	+8.88%	Closed	History

CSX - CSX Corp.	Q4 2001	$1.95	Q1 2002	$2.12	+8.82%	Closed	History

AIVSX - 27128 Investment Co Amer Com	Q1 1999	$31.58	Q2 1999	$34.34	+8.74%	Closed	History

NWL - Newell Brands Inc.	Q3 2000	$25.75	Q2 2003	$28.00	+8.74%	Closed	History

BCR - Bard C R Inc Com	Q4 2002	$58.00	Q1 2003	$63.06	+8.72%	Closed	History

VODD - Vodafone Group ADR	Q4 2010	$26.46	Q1 2011	$28.76	+8.69%	Closed	History

CDN1 - Arbitron Inc	Q2 2001	$24.10	Q3 2001	$26.16	+8.55%	Closed	History

SYY - Sysco Corp.	Q4 2024	$76.46	Open	$82.85	+8.36%	Open	History

SYF - Synchrony Financial	Q1 2026	$68.02	Open	$73.68	+8.32%	Open	History

LEENB - 3351484 94400 Lee Enterprises Inc Cl	Q1 1999	$27.76	Q4 1999	$30.02	+8.14%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q3 2004	$111.76	Q4 2004	$120.85	+8.13%	Closed	History

XYL - Xylem Inc.	Q4 2011	$25.69	Q1 2012	$27.75	+8.02%	Closed	History

PY9 - Polyone Corp	Q1 2001	$9.10	Q4 2001	$9.80	+7.69%	Closed	History

5050 - 12873 Exxon Corp	Q1 1999	$70.57	Q3 1999	$75.99	+7.68%	Closed	History

RRPIX - Profunds Rising Rates Opp	Q1 2004	$175.76	Q2 2004	$189.20	+7.65%	Closed	History

RX - Ims Health Inc.	Q4 2001	$19.51	Q1 2008	$21.00	+7.64%	Closed	History

3253Q - 1848950 47032 Aetna Inc	Q1 1999	$83.00	Q2 1999	$89.33	+7.63%	Closed	History

AVP - Avon Prods Inc Com	Q3 2005	$27.00	Q4 2010	$29.06	+7.63%	Closed	History

GGQ1 - Google Inc Cl A	Q4 2010	$593.81	Q3 2015	$638.37	+7.50%	Closed	History

950967Q - 3484 American General Corp	Q1 1999	$70.34	Q2 1999	$75.52	+7.36%	Closed	History

BIO - Bio-Rad Laboratories, Inc.	Q2 2007	$75.56	Q2 2008	$80.90	+7.07%	Closed	History

FMX - Fomento Económico Mexicano, S.A.B. de C.V.	Q2 2001	$14.27	Q2 2004	$15.28	+7.05%	Closed	History

JDAS - Jda Software Group Inc	Q2 2012	$29.69	Q3 2012	$31.78	+7.04%	Closed	History

CLX - The Clorox Co.	Q4 2004	$58.89	Q1 2005	$62.90	+6.81%	Closed	History

A - Agilent Technologies, Inc.	Q4 2023	$139.03	Q3 2024	$148.48	+6.80%	Closed	History

UL - Unilever PLC	Q1 2026	$56.97	Open	$60.84	+6.79%	Open	History

WEX - WEX Inc.	Q2 2020	$165.00	Q3 2021	$176.12	+6.74%	Closed	History

JPM - JPMorgan Chase & Co.	Q3 2003	$34.43	Q4 2003	$36.72	+6.65%	Closed	History

VFINX - 31337 Vanguard Index 500 Ptf	Q1 1999	$119.02	Q2 1999	$126.87	+6.60%	Closed	History

ST - Sensata Technologies Holdings plc	Q1 2021	$57.95	Q4 2021	$61.70	+6.47%	Closed	History

CSCO - Cisco Systems, Inc.	Q3 2004	$18.12	Q4 2004	$19.29	+6.46%	Closed	History

ROK - Rockwell Automation, Inc.	Q1 2001	$36.35	Q3 2004	$38.70	+6.46%	Closed	History

CTAS - Cintas Corp.	Q4 2008	$5.81	Q1 2009	$6.18	+6.41%	Closed	History

LAD - Lithia Motors, Inc.	Q1 2022	$300.12	Open	$319.25	+6.37%	Open	History

MRK - Merck & Co., Inc.	Q3 2024	$113.56	Open	$120.78	+6.36%	Open	History

BDG.A - 3504 Bandag Inc Cl A	Q1 1999	$23.75	Q3 1999	$25.25	+6.32%	Closed	History

TDY - Teledyne Technologies Inc.	Q4 2003	$18.85	Q2 2004	$20.02	+6.21%	Closed	History

8394653Q - Prologis Tr Sh Ben Int	Q4 2002	$25.14	Q1 2007	$26.69	+6.17%	Closed	History

AET - Aetna Inc- New	Q3 2007	$54.34	Q4 2007	$57.65	+6.09%	Closed	History

GGQ7 - Google Inc	Q2 2014	$575.28	Q3 2015	$608.42	+5.76%	Closed	History

VOT - Vanguard Mid-Cap Growth Index Fund ETF Shares	Q2 2025	$284.39	Open	$300.74	+5.75%	Open	History

SWY - Safeway	Q4 2009	$21.29	Q4 2010	$22.49	+5.64%	Closed	History

BEN - Franklin Resources, Inc.	Q4 2009	$35.12	Q4 2010	$37.07	+5.56%	Closed	History

BEN - Franklin Resources, Inc.	Q2 2012	$37.00	Q1 2016	$39.05	+5.55%	Closed	History

AN - AutoNation, Inc.	Q4 2016	$48.65	Q4 2017	$51.33	+5.51%	Closed	History

COR - Cencora, Inc.	Q4 2002	$13.58	Q1 2005	$14.32	+5.49%	Closed	History

MCD - McDonald's Corp.	Q4 2024	$289.89	Q4 2025	$305.63	+5.43%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2009	$38.14	Q4 2010	$40.19	+5.36%	Closed	History

UMGI - 10158 Mediaone Group Inc	Q1 1999	$63.44	Q3 2000	$66.64	+5.04%	Closed	History

GLW - Corning Inc.	Q3 2011	$12.36	Q4 2011	$12.98	+5.02%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q2 2025	$91.94	Q3 2025	$96.52	+4.98%	Closed	History

RAH - 563668 19380 Ralcorp Holdings Inc N	Q1 1999	$19.00	Q4 1999	$19.94	+4.95%	Closed	History

SBC - Sbc Communications Inc	Q1 2004	$24.61	Q4 2004	$25.82	+4.92%	Closed	History

FBIN - Fortune Brands Innovations, Inc.	Q4 2011	$23.84	Q4 2012	$24.99	+4.84%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2002	$37.79	Q4 2002	$39.60	+4.79%	Closed	History

6686 - Morgan Stanley Com New Motorola Inc	Q2 2007	$17.70	Q3 2007	$18.53	+4.69%	Closed	History

BAX - Baxter International Inc.	Q2 2005	$20.15	Q1 2006	$21.08	+4.61%	Closed	History

HD - The Home Depot, Inc.	Q4 2005	$40.48	Q1 2006	$42.30	+4.50%	Closed	History

LUMN - Lumen Technologies, Inc.	Q1 2001	$28.75	Q2 2004	$30.04	+4.49%	Closed	History

NCOG - Nco Group Inc	Q1 2001	$25.56	Q2 2004	$26.69	+4.42%	Closed	History

NOVL - Novell Inc Com	Q1 2001	$5.00	Q2 2001	$5.22	+4.40%	Closed	History

BLS - Bellsouth Corp	Q1 2006	$34.71	Q2 2006	$36.23	+4.38%	Closed	History

RSP - Invesco S&P 500 Equal Weight ETF	Q2 2025	$181.74	Q3 2025	$189.70	+4.38%	Closed	History

MOO - Monsanto	Q4 2010	$69.62	Q2 2011	$72.64	+4.34%	Closed	History

ABM - ABM Industries Inc.	Q2 2022	$43.42	Open	$45.30	+4.33%	Open	History

F1E - Fidelity National Financial	Q1 2014	$31.44	Q2 2014	$32.76	+4.20%	Closed	History

RAL - Ralliant Corp.	Q1 1999	$26.69	Q3 1999	$27.81	+4.20%	Closed	History

IEUR - iShares Core MSCI Europe ETF	Q3 2025	$68.13	Q4 2025	$70.98	+4.18%	Closed	History

OC - Owens Corning	Q2 2025	$137.52	Open	$142.86	+3.88%	Open	History

SAN - Banco Santander, S.A.	Q2 2012	$6.54	Q1 2013	$6.79	+3.82%	Closed	History

ETMBX - Eaton Vance Mut Fds Tr Mun Bd	Q2 2004	$9.51	Q2 2007	$9.87	+3.79%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q3 1999	$7.59	Q4 1999	$7.87	+3.78%	Closed	History

C - Citigroup Inc.	Q3 2005	$455.20	Q1 2006	$472.30	+3.76%	Closed	History

ITW - Illinois Tool Works Inc.	Q4 1999	$33.78	Q4 2008	$35.05	+3.76%	Closed	History

XRX - Xerox Holdings Corp.	Q4 2005	$38.60	Q1 2006	$40.05	+3.75%	Closed	History

PBI - Pitney Bowes Inc.	Q2 2009	$21.93	Q4 2009	$22.75	+3.74%	Closed	History

597678Q - Chelsea Ppty Group Inc Com	Q1 2004	$62.94	Q2 2004	$65.29	+3.73%	Closed	History

C - Citigroup Inc.	Q1 1999	$319.25	Q3 1999	$329.85	+3.32%	Closed	History

8375930Q - Phillips Pete Co	Q2 2001	$57.00	Q2 2002	$58.88	+3.30%	Closed	History

WMT - Walmart Inc.	Q1 1999	$15.37	Q3 1999	$15.85	+3.16%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q1 2004	$71.59	Q2 2005	$73.83	+3.13%	Closed	History

CVS - CVS Health Corp.	Q3 2005	$28.95	Q1 2006	$29.83	+3.04%	Closed	History

ATR - AptarGroup, Inc.	Q3 2007	$37.91	Q3 2008	$39.04	+2.98%	Closed	History

BB - BlackBerry Ltd.	Q4 2019	$6.44	Q4 2020	$6.63	+2.95%	Closed	History

HGTXU - Hugoton Rty Tr Tex Unit Ben In	Q1 2005	$29.43	Q2 2005	$30.29	+2.92%	Closed	History

INDA - iShares MSCI India ETF	Q4 2024	$52.64	Q4 2025	$54.05	+2.68%	Closed	History

LLTC - Linear Technology Corp	Q4 2013	$45.58	Q1 2015	$46.80	+2.68%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q1 2026	$173.45	Open	$178.05	+2.65%	Open	History

VWNDX - Vanguard/Windsor Fd Inc Com	Q4 2003	$16.25	Q1 2004	$16.68	+2.65%	Closed	History

PEP - PepsiCo, Inc.	Q2 2025	$132.04	Open	$135.45	+2.58%	Open	History

AZO - AutoZone, Inc.	Q1 2004	$86.06	Q2 2006	$88.18	+2.46%	Closed	History

KMB - Kimberly-Clark Corp.	Q3 2010	$62.32	Q2 2011	$63.84	+2.43%	Closed	History

RNR - RenaissanceRe Holdings Ltd.	Q3 2003	$45.63	Q1 2005	$46.68	+2.30%	Closed	History

MO - Altria Group, Inc.	Q1 2021	$51.16	Q4 2024	$52.29	+2.21%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.